Wealth Relationship Manager (HNW Clients)

China, Beijing Branch; Pagedangan; On-site; IDR 300,000,000 - 540,000,000; Full time

Job summary

DBS Consumer Banking Group is seeking a Relationship Manager at the BSD Branch in Indonesia. You will develop and maintain relationships with high-net-worth clients, understand their financial goals, and provide tailored solutions.

You will collaborate with bank teams to ensure a seamless client experience, identify cross-selling opportunities, participate in client events, and stay informed on products and market trends to grow assets under management.

Qualifications

• Experience in a client-facing role, preferably in banking or financial services.
• Strong interpersonal and communication skills.
• Excellent problem-solving and analytical abilities.
• Proficient with financial and client relationship management software.
• Ability to work independently and as part of a team.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions
• Proactively identify and capitalize on cross-selling opportunities to expand the client's portfolio of products and services
• Collaborate with various teams within the bank to ensure seamless client experience and timely resolution of client queries
• Actively participate in client events and networking activities to strengthen client relationships and acquire new clients
• Maintain a thorough understanding of the bank's products, services, and market trends to provide informed recommendations to clients
• Contribute to the development and implementation of strategies to grow the Treasures client base and assets under management

Skills

Client-facing experience

Interpersonal skills

Analytical skills

CRM software proficiency

Independent & teamwork

Job description

DBS Consumer Banking Group is seeking a Relationship Manager at the BSD Branch in Indonesia. You will develop and maintain relationships with high-net-worth clients, understand their financial goals, and provide tailored solutions.

You will collaborate with bank teams to ensure a seamless client experience, identify cross-selling opportunities, participate in client events, and stay informed on products and market trends to grow assets under management.